Mindful Advisory, LLC is a registered investment advisor providing portfolio management services. They work with clients to determine their investment objectives and risk tolerance, then create a customized investment strategy. Mindful Advisory monitors portfolio performance and rebalances as needed. They offer financial planning as part of the portfolio management engagement, which may include non-investment related matters.
Assets Under Management$3.5M
Clients12
Advisors1
Avg. per Client$290K
Avg. per Advisor$3.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.35% |
| $5M+ | 0.25% |
Fees are negotiable. In some cases, Mindful Advisory may charge a flat annual fee between $3,000 and $5,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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